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DTE Energy

703 hedge funds and large institutions have $16.6B invested in DTE Energy in 2021 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 207 increasing their positions, 225 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 58

8% more funds holding

Funds holding: 652703 (+51)

6% more capital invested

Capital invested by funds: $15.6B → $16.6B (+$961M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.34% less ownership

Funds ownership: 72.24%71.89% (-0.34%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 225

51% less call options, than puts

Call options by funds: $9.07M | Put options by funds: $18.6M

Holders
703
Holders Change
+51
Holders Change %
+7.82%
% of All Funds
10.82%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
121
Increased
207
Reduced
225
Closed
58
Calls
$9.07M
Puts
$18.6M
Net Calls
-$9.53M
Net Calls Change
-$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
Capital Investment Advisors
Georgia
$779K
IB
327
Intrust Bank
Kansas
$776K -$4.46K -39 -0.6%
UCFA
328
United Capital Financial Advisors
Texas
$775K -$66.7K -583 -8%
SWM
329
Spire Wealth Management
Virginia
$772K +$276K +2,414 +60%
TA
330
TFG Advisers
Michigan
$767K -$9.72K -85 -1%
NP
331
Ninepoint Partners
Ontario, Canada
$752K +$719K +6,287 New
NEI
332
Northwest & Ethical Investments
Ontario, Canada
$745K +$713K +6,231 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$741K +$23.3K +204 +3%
CW
334
Connectus Wealth
Ohio
$731K +$699K +6,112 New
M&T Bank
335
M&T Bank
New York
$727K +$7.2K +63 +1%
SAM
336
Secure Asset Management
Michigan
$724K -$109K -952 -14%
PAM
337
Premier Asset Management
Illinois
$717K -$186K -1,628 -21%
BFG
338
Barber Financial Group
Kansas
$698K
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$689K -$8.35K -73 -1%
PCA
340
Peddock Capital Advisors
Massachusetts
$683K +$2.86K +25 +0.4%
LPT
341
Legacy Private Trust
Wisconsin
$667K
MCM
342
MAI Capital Management
Ohio
$666K +$241K +2,106 +61%
ACM
343
Advance Capital Management
Michigan
$664K +$635K +5,552 New
PPW
344
Parcion Private Wealth
Washington
$654K -$1.72K -15 -0.3%
CCP
345
Clarkston Capital Partners
Michigan
$640K
NA
346
NewEdge Advisors
Louisiana
$627K -$8K -70 -1%
SC
347
Stephens Consulting
Michigan
$624K +$597K +5,220 New
VPIM
348
Vanguard Personalized Indexing Management
California
$615K +$202K +1,764 +52%
PA
349
Pinnacle Associates
New York
$614K -$36.6K -320 -6%
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$608K -$2.17K -19 -0.4%

DTE Hedge Fund Activity: Q4 2021 in Review

703 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in DTE Energy (DTE) for Q4 2021, worth a combined $16.6B — up 6.1% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new DTE positions and 58 closed out — a net gain of 63 holders — while 207 added to existing stakes and 225 trimmed.

The largest buyer was BlackRock, adding an estimated $139M. The largest seller was Capital World Investors, cutting an estimated $763M.

  • 703 institutional investors held DTE Energy (DTE) as of Q4 2021, up from 652 in Q3 2021.
  • Funds reported $16.6B of DTE Energy stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 121 funds opened new DTE Energy positions in Q4 2021 and 58 closed out, a net change of +63 holders.
  • The largest DTE Energy buyer in Q4 2021 was BlackRock, an estimated $139M added.
  • The largest DTE Energy seller in Q4 2021 was Capital World Investors, an estimated $763M sold.

Based on aggregated 13F filings for Q4 2021.